If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.

About Our Firm

Shepherd Wealth & Retirement is a wealth management firm led by a father and son team based in Tucson, Arizona. We specialize in serving the needs of families who are focused on preserving and growing their wealth through life’s many turning points.

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About Us

We are committed to excellence in providing financial service, advice and education to our clients. Our primary aim is to guide our clients in making the right decisions for their financial future. We wish to have a profound and positive impact on our clients and all the people they care about.